1847Financial

Jr Financial Planner

KATY, TXPosted 30+ days ago

Job summary

Company overview

1847Financial is a financial services firm specializing in comprehensive financial planning, wealth management, and insurance solutions tailored to individuals, families, and businesses. They generate revenue through advisory fees, insurance product sales, and investment management services, focusing on creating personalized strategies to help clients achieve financial security and long-term goals. Established in 2014 and headquartered in Pennsylvania, the company emphasizes a client-centric approach and has built a reputation for fostering strong relationships and community involvement. Candidates should note their commitment to innovation, professional development, and a collaborative work culture.

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